CRM for Consultants
Deliver the work. The pipeline keeps itself warm.
Consulting's feast-or-famine cycle comes from pausing business development during delivery. AutomateNexus CRM keeps follow-ups, check-ins, and referral touches running while you're heads-down — so the next engagement is ready when this one ends.
Where consultants pipelines leak.
The feast-famine cycle
Business development stops during delivery, so revenue craters between engagements.
Past clients forget you
Your best pipeline is people you've already helped — if anyone stayed in touch.
Proposals and invoices in five tools
Scoping in docs, invoicing in another app, status updates by email — it reads as unpolished.
Built for how consultants actually sell.
Nurture that survives delivery
Agents keep past clients and warm prospects on a check-in cadence, drafting each touch for your approval.
Referrals worked properly
Every referral is captured, scored, and followed up like the warm lead it is.
Proposal to invoice in one flow
Pipeline, engagement, invoicing via Stripe, and project delivery in the same system.
A portal that impresses
Give clients a branded portal for updates and deliverables — polish that wins the renewal.
Eight agents on your pipeline. 24/7.
Karrie and seven specialists score, draft, route, and forecast around the clock — with human approval on anything sensitive and a full audit trail on everything.
AI Co-Pilot
Closer
Resolver
Operator
Coordinator
Planner
Analyst
Forecaster
CRM for consultants, answered.
It's sized for you: the agents do the staying-in-touch that solos never have time for, and flat pricing from $49/month means no per-seat math.
Built for teams like yours.
Put the agents on your consultants pipeline.
Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.